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OFC Financial Planning’s Microsoft MSFT Stock Holding History

OFC Financial Planning’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Buy
4,169
+467
+13% +$189K 1.38% 20
2026
Q1 		$1.37M Buy
3,702
+368
+11% +$154K 1.35% 18
2025
Q4 		$1.61M Hold
3,334
– – 1.53% 14
2025
Q3 		$1.73M Hold
3,334
– – 1.71% 14
2025
Q2 		$1.66M Buy
3,334
+36
+1% +$15.6K 1.76% 14
2025
Q1 		$1.24M Sell
3,298
-463
-12% -$189K 1.4% 17
2024
Q4 		$1.59M Buy
+3,761
New +$1.6M 1.67% 13

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OFC Financial Planning's MSFT Position: Q2 2026 in Review

OFC Financial Planning increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $189K and bringing the position to 4,169 shares worth $1.56M. The position accounts for 1.38% of the portfolio, ranked #20.

OFC Financial Planning first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • OFC Financial Planning held 4,169 shares of Microsoft worth $1.56M as of Q2 2026.
  • OFC Financial Planning bought 467 Microsoft shares in Q2 2026, an estimated $189K.
  • Microsoft made up 1.38% of OFC Financial Planning's portfolio in Q2 2026, its #20 holding.
  • OFC Financial Planning first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's Microsoft position peaked at $1.73M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.